Core Viewpoint - The launch of HarmonyOS 5, achieving over 10 million device installations, marks a significant milestone in establishing a new operating system ecosystem that can challenge the dominance of iOS and Android [3][4][10]. Group 1: Milestone Achievement - The achievement of 10 million installations signifies a new phase for HarmonyOS, indicating a shift from concept validation to a fully operational ecosystem [7][35]. - HarmonyOS 5's success is attributed to the support of 8 million developers and a growing user base, which has helped it overcome initial challenges [4][10]. - The milestone is seen as a turning point in the competition for technological sovereignty in the operating system market, traditionally dominated by foreign giants [32][35]. Group 2: Technical and Development Challenges - The transition to HarmonyOS 5 involves significant technical challenges, including the need for developers to adapt applications to a completely new system architecture [11][14]. - The development of HarmonyOS has required substantial investment, with over 1.3 billion lines of code and a commitment of thousands of personnel over several years [12][14]. - The ecosystem's growth is contingent upon resolving the "chicken or egg" dilemma of user base versus developer engagement, which HarmonyOS aims to address through strategic device launches [19][20]. Group 3: Ecosystem Development - HarmonyOS is designed to support a wide range of devices, from mobile to IoT, positioning itself as a versatile platform for the interconnected future [15][30]. - The ecosystem is being built collaboratively with major Chinese tech companies, which are actively adapting their applications to HarmonyOS [24][26]. - The focus on supporting small and medium developers is crucial for fostering a diverse application ecosystem, with significant resources allocated to facilitate their integration [27][28]. Group 4: Future Prospects - The growth of HarmonyOS is expected to continue, with projections indicating a robust expansion of its application ecosystem and user base [31][35]. - The operating system's unique features, such as distributed technology and enhanced security, are anticipated to attract more users and developers [15][34]. - As HarmonyOS gains traction, it is poised to become a significant player in the global operating system landscape, potentially leading to increased international collaboration and market presence [26][32].

Core Insights - The first "HarmonyOS Ecological Classroom: Campus Innovation Camp" was successfully held at Xi'an Jiaotong University, featuring a 5-day program focused on HarmonyOS theory and practical application development [1] - The event attracted 124 campus developers from 12 universities, with 85% being students from computer-related majors, indicating strong interest in HarmonyOS development [1][4] - A total of 22 courses were offered during the event, covering essential knowledge from ArkTs basic syntax to core service development, resulting in the creation of over 20 innovative HarmonyOS application demos [4] Group 1 - The innovative teaching format combined theory and practice, allowing students to interact with smart devices and gain hands-on experience in HarmonyOS application development [1] - The event featured participation from Huawei, training institutions, and universities, establishing a new model for talent cultivation in HarmonyOS development [4][9] - 39 campus developers achieved HarmonyOS application developer certification, enhancing their employability prospects [4] Group 2 - The event included a comprehensive presentation of HarmonyOS PC, showcasing the latest devices like HUAWEI MateBook Fold and HUAWEI MateBook Pro, providing students with an immersive experience [5][6] - A notable highlight was the participation of an international student from Cameroon, who became the first African developer to obtain HarmonyOS application developer certification, marking the expansion of the HarmonyOS ecosystem overseas [7][8] - Huawei has engaged over 400 universities in HarmonyOS talent cultivation, with more than 280 industry-academic cooperation projects and over 200,000 students learning HarmonyOS development skills [9] Group 3 - To further encourage developer participation, Huawei launched the 2025 HarmonyOS Innovation Competition, offering nearly 10 million in total prizes and special awards for university students [9][10] - This initiative aims to foster collaboration between industry and education, accelerating talent development in the HarmonyOS ecosystem [10]

Core Viewpoint - Shenzhen is positioning itself as a leader in the new track of "new quality productivity," focusing on hard technology innovations such as artificial intelligence, drones, and new energy vehicles, which are crucial for the global industrial landscape transformation [1][3]. Group 1: Technological Advancements - Shenzhen's R&D investment reached 223.66 billion yuan, growing by 18.9%, marking nine consecutive years of double-digit growth, which supports breakthroughs in hard technology [3]. - Major technological showcases at recent exhibitions included BYD's "megawatt flash charging" technology, allowing for a one-minute charge to achieve a 100-kilometer range, addressing user concerns about range anxiety [3]. - Huawei unveiled significant products like the HUAWEI MateBook Fold and HUAWEI MateBook Pro at the global AI terminal exhibition, while DJI showcased the new Matrice 4 series drones with advanced AI detection capabilities [4]. Group 2: Application of Technology - The trend of technology rapidly transitioning from exhibition to real-life applications is evident, with AI and drones being integrated into various sectors such as smart homes, logistics, and emergency services [5][6]. - Shenzhen plans to open 100 application scenarios annually to enhance the matching of supply and demand, facilitating product development and technology iteration [6]. Group 3: Ecosystem Development - The exhibitions reflect a shift from merely showcasing products to presenting an entire ecosystem, highlighting the collaboration between technology and industry [7]. - The establishment of the Shenzhen AI Glasses Industry Alliance aims to integrate resources across the AI glasses sector, promoting innovation and scaling [8][9]. - Policies supporting the development of these industries include the launch of investment funds for AI terminals and robotics, indicating a strong commitment to fostering long-term capital investment [9]. Group 4: Future Outlook - The combination of hard technology breakthroughs, accelerated application scenarios, and efficient industrial ecosystem collaboration forms the "innovation triangle," which is central to Shenzhen's new quality productivity strategy [9].

Economic Performance - Chengdu's industrial added value above designated size increased by 8.1% year-on-year from January to April 2025 [1][5] - The automotive manufacturing industry saw a remarkable growth of 27.4%, while the computer, communication, and other electronic equipment manufacturing industries grew by 18.8% [1][5] - New energy vehicle production surged by 412.5% year-on-year in the same period, driven by policy support and consumer enthusiasm [5][7] Consumer Market - Retail sales of communication equipment among designated enterprises increased by 125.0% year-on-year [8][10] - Overall social retail sales in Chengdu grew by 6.1% year-on-year, with significant contributions from various consumer goods categories [10][12] - The "first store economy" has been a key driver for consumption, with over 4,000 first stores established since 2019, and 820 new first stores introduced in 2024 alone [10][12] Foreign Trade - Chengdu's total foreign trade import and export volume reached 275.98 billion yuan, marking an 11.2% year-on-year increase [14][16] - The export volume was 161.08 billion yuan, growing by 11.9%, while imports totaled 114.9 billion yuan, increasing by 10.1% [14][16] - Chengdu's international air cargo throughput exceeded 366,400 tons, reflecting a growth of approximately 23.11% [14][16] Strategic Collaborations - Chengdu and Huawei signed a strategic cooperation agreement to enhance collaboration in AI, smart manufacturing, digital economy, and smart cities [5][8] - Chengdu's enterprises are actively seeking international cooperation opportunities, with significant orders signed in countries like Saudi Arabia and Japan [18]

Core Insights - Chengdu is emerging as a leading consumer market in China, attracting both consumers and international brands, with 148 new flagship stores established by Q1 2025 [1][17] - The city is recognized for its unique blend of high-end and mass-market brands, showcasing a harmonious coexistence of different consumer segments [3][11] Group 1: Market Dynamics - Chengdu's commercial appeal is highlighted by the opening of flagship stores from luxury brands like Dior and Louis Vuitton, indicating a deepening investment in the local market [8][9] - The city has seen significant interest from sports brands, with KOLON KRAFT and On opening their first flagship stores in Chengdu, reflecting the city's vibrant young consumer base [5][6][8] Group 2: Consumer Trends - The opening of Uniqlo's first city flagship store in Southwest China at Chengdu's MixC Mall, covering nearly 2,000 square meters, demonstrates the brand's commitment to the region and its alignment with local consumer preferences [12][15] - Chengdu has attracted over 1.56 million young talents in the past three years, contributing to its status as a popular destination for both tourism and retail [15][17] Group 3: Economic Initiatives - The "Chengdu Action Plan for Promoting the First Store Economy (2025-2027)" aims to establish 6,500 new stores and host over 1,000 premier events by the end of 2027, positioning Chengdu as a hub for new consumption brands [17][20] - Recent high-profile product launches, such as Huawei's new commercial laptops featuring HarmonyOS, underscore Chengdu's role as a center for technological innovation and consumer engagement [21][23]

Core Viewpoint - Huawei has launched the nova 14 series and HarmonyOS computers, showcasing innovative products like the HUAWEI MateBook Fold, which is the world's lightest and largest commercial foldable computer, aiming to provide more choices in the computer operating system market [1][3]. Product Launch Highlights - The HUAWEI MateBook Fold features an 18-inch foldable screen, weighs only 1.16 kg, and is 7.3 mm thick when unfolded, offering a highly portable experience [3]. - The HUAWEI MateBook Pro, equipped with HarmonyOS 5, weighs 970 grams and is 13.5 mm thick, setting a new performance benchmark for lightweight laptops [5]. - The nova 14 series emphasizes design and functionality, featuring a unique star ring design and various color options, appealing to younger consumers [9]. Technical Specifications - The HUAWEI MateBook Fold boasts a 3.3K high resolution and a peak brightness of 1600 nits, enhancing the visual experience [3]. - The nova 14 series includes advanced imaging technology with the red maple lens and upgraded Da Vinci portrait engine 3.0, enabling high-quality photography even in low-light conditions [10]. - The nova 14 series supports Beidou satellite communication, allowing users to make calls and send messages without ground network access [12]. Pricing and Availability - The HUAWEI MateBook Fold is priced at 23,999 yuan for the 32GB+1TB version and 26,999 yuan for the 32GB+2TB version [7]. - The HUAWEI MateBook Pro starts at 7,999 yuan, with various configurations available [7]. - The nova 14 series starts at 2,699 yuan for the base model, with the Pro and Ultra versions priced at 3,499 yuan and 4,199 yuan, respectively [13].

Group 1 - Deposit rates are experiencing a new round of cuts, with China Construction Bank and China Merchants Bank leading the way by lowering the current deposit rate to 0.05% and the one-year fixed deposit rate to 0.95% [2][6] - CATL (Contemporary Amperex Technology Co., Limited) is set to officially list on the Hong Kong Stock Exchange on May 20, with an issue price of HKD 263 per share, potentially raising up to USD 5 billion, marking it as the largest IPO in Hong Kong in recent years [2][6] Group 2 - The Ministry of Commerce of China urged the U.S. to correct its discriminatory measures against China regarding chip export controls, emphasizing the need for effective communication and collaboration to manage differences [2] - The National Bureau of Statistics reported that from January to April, the total retail sales of consumer goods increased by 4.7% year-on-year, with fixed asset investment (excluding rural households) reaching CNY 14.7 trillion, a 4% increase year-on-year [2] - In April, the sales prices of second-hand residential properties in first-tier cities showed a decline, with Beijing and Shenzhen experiencing decreases of 0.6% and 0.3% respectively [2] Group 3 - Huawei officially launched two models of HarmonyOS computers, marking the first time the Harmony operating system has been introduced on the desktop, with significant advancements in technology [2] - Xiaomi announced a strategic product launch event scheduled for May 22, featuring several new products including the Xiaomi 15S Pro and the first SUV, Xiaomi YU7 [2]

Core Viewpoint - Huawei's launch of the new HarmonyOS computers, HUAWEI MateBook Pro and HUAWEI MateBook Fold, signifies a significant breakthrough in the domestic desktop operating system market, which has been dominated by Windows and macOS for years. However, the path to widespread adoption remains challenging [1][3]. Group 1: Market Context - The global desktop operating system market is highly concentrated, with Windows and macOS holding nearly 90% market share. The domestic software industry has faced significant challenges in ecosystem development due to its late start [3]. - Previous attempts at developing domestic operating systems were primarily based on Linux, lacking a fully autonomous technical system. The HarmonyOS computers represent a move towards a self-controlled technology framework [3][4]. Group 2: Technological Advancements - HarmonyOS is the first domestic system to achieve "mobile and desktop ecosystem integration," allowing for "one-time development and multi-end deployment," which creates new opportunities for domestic software development, particularly in office software, creative design, and educational applications [4][5]. - The HarmonyOS ecosystem has surpassed 1 billion devices, with 7.2 million registered developers and over 110 million lines of code developed independently, covering all aspects from the operating system kernel to AI frameworks [4]. Group 3: Strategic Importance - The launch of HarmonyOS computers is a critical step in the ecosystem's development, completing Huawei's range of devices from HarmonyOS smartphones and tablets to computers, thus fully entering the Harmony era [5][6]. - The introduction of the HUAWEI MateBook Fold, featuring an 18-inch display, represents a significant innovation in the PC industry, showcasing advancements in technology integration and user experience [6][7]. Group 4: Challenges and Opportunities - Despite the advancements, consumer sentiment remains cautious, with many potential buyers still accustomed to Windows and macOS interfaces, indicating a slow transition to new operating systems [8][9]. - The success of HarmonyOS computers hinges on ecosystem development, with Huawei working to adapt applications for the new system. Currently, 150 dedicated applications are in development, with over 300 applications already adapted, aiming to support more than 2,000 by year-end [8][9]. - The long-term challenge for HarmonyOS is to expand its ecosystem and enhance user experience, requiring collaboration across the entire Chinese industry chain [9].

Group 1 - Huawei launched its first HarmonyOS-based foldable laptop, the MateBook Fold, starting at a price of 23,999 yuan, featuring a dual-layer OLED display and a new hinge design [1][3] - The MateBook Fold has an 18-inch screen when unfolded and a 13-inch screen when folded, with a thickness of 7.3mm and a weight of 1.16kg [1] - The launch of the MateBook Fold and the new MateBook Pro fills the gap in the office ecosystem, marking the completion of HarmonyOS's full-scenario layout [3] Group 2 - The HarmonyOS 5 system is being introduced to a larger consumer base, particularly targeting younger users with the nova 14 series smartphones [3] - Huawei's strategy aims to transition HarmonyOS from a technical breakthrough to widespread adoption, creating a collaborative network of "smartphones + PCs + IoT devices" [3][4] - Counterpoint data indicates that HarmonyOS's market share in China surpassed Apple's iOS for four consecutive quarters, reaching 19% in Q4 2024, while iOS held 17% [4] Group 3 - The PC market is still dominated by Windows, which holds approximately 75%-80% market share, while macOS has around 15% and Chrome OS about 5% [7] - The complexity of establishing a robust PC operating system ecosystem is highlighted, as it requires significant investment and collaboration among various stakeholders [9][10] - Huawei's advantage lies in the vast domestic demand and policy support, particularly in government and education sectors, which can facilitate the promotion of HarmonyOS and Huawei PCs [10][11] Group 4 - The success of HarmonyOS will depend on cultivating a developer ecosystem, which is a challenging task given the established ecosystems of Microsoft and Android [11] - Huawei aims to reduce developer costs through features like "one-time development, multi-end deployment," accelerating the adaptation of its multi-terminal ecosystem [11] - Historical experiences suggest that technological blockades can lead to the emergence of alternative solutions, positioning Huawei's innovations as a pivotal moment for China's operating system landscape [11]

Group 1 - Huawei launched the new HUAWEI MateBook Pro and HUAWEI MateBook Fold at the event, with starting prices of 7999 yuan and 23999 yuan respectively [1] - The HUAWEI MateBook Fold is claimed to be the world's lightest and thinnest commercial foldable laptop, featuring an 18-inch display when unfolded, a thickness of only 7.3mm, and a weight of 1.16kg [1][2] - The device utilizes a complex water-drop hinge technology to ensure both lightweight and durability, making it the largest and thinnest foldable laptop in the industry [1] Group 2 - The HUAWEI MateBook Fold offers multiple folding usage modes, allowing users to efficiently handle complex documents or watch videos on a large display [2] - The new HUAWEI MateBook Pro also features HarmonyOS 5 and represents a significant development in Huawei's computer product line, which has been in the works for five years with over 2700 core patents [2] - Huawei announced the "Qingyun Xinghe Plan" aimed at encouraging government and enterprise users to co-build the HarmonyOS ecosystem, focusing on enterprise management, security, and productivity [2] Group 3 - The release of HarmonyOS on computers marks a significant step in breaking the dominance of Windows and macOS in the desktop operating system market, with Huawei's approach being a full-stack independent development [3] - The launch of HarmonyOS computers is seen as a move towards ensuring information security and supporting digital infrastructure in China [3] - Huawei emphasizes the need for collaboration with developers to build a robust ecosystem around HarmonyOS, aiming to provide an alternative choice in the global market [3]